Original filing (PDF)20251008115735NAL0009710528001

ERIC BERRY, D.M.D., P.A.

Name: ERIC BERRY, D.M.D., P.A. — PANHANDLE PEDIATRIC DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST, Form 5500 (2024)
Creator: ERIC BERRY, D.M.D., P.A.

Form 5500-SF

FILING_RECEIVED

PANHANDLE PEDIATRIC DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERIC BERRY, D.M.D., P.A..

Plan sponsor

Name

ERIC BERRY, D.M.D., P.A.

EIN

26-4001222

Address

3123 W. 23RD STREET · PANAMA CITY, FL · 32405

Phone

(850) 481-1969

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

1C · Cash balance or similar hybrid DB

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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